The Open positions for new subscriptions policy controls whether positions that are already open on a master are included when a new Copy Trading or MAM subscription starts. The broker sets the policy separately for each product.
What Happens Under Each Policy
| Policy | What happens to positions already open on the master |
|---|---|
| Always copy | They are copied to the new investor at the current market price. |
| Never copy | They are skipped. Copying starts with the master’s next trade. |
| Let investor choose | Before subscribing, the investor chooses whether to copy the current positions or wait for new trading signals. |
For a new subscription
This policy applies when a new Copy Trading or MAM subscription is created. It does not change existing subscriptions. PAMM is not affected.
Choose Before You Subscribe
When the policy is Let investor choose, the Copy open positions card appears in the subscription form. Choose Open the master’s current positions at the market price or Wait for new trading signals. The subscribe button remains disabled until you choose one.
Choose which positions to copy
When the master allows investors to see open positions, the list starts with all visible positions selected. Clear any position you do not want to copy. At least one position must remain selected; use Reset to select them all again.
Finish the subscription
Review the rest of the subscription form and submit it. The positions you selected are copied at the current market price.
Position visibility
If open positions are hidden from investors, the form does not show a position-by-position list. You can still choose to copy all current positions or wait for new trading signals.
For Administrators
Open Copy Trading → Settings → Trading Settings or MAM → Settings → Trading Settings. In Open positions for new subscriptions, choose Always copy, Never copy, or Let investor choose. The value is saved separately for Copy Trading and MAM.
Copy only losing positions
When Let investor choose is selected, Copy only losing positions is disabled. The investor makes the position choice on the subscription form.
For the surrounding product settings, see Copy Trading product settings and MAM product settings.
